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PRIVATE WEALTH SOLUTIONS, LLC

5850 Canoga Avenue
Suite 315
Woodland Hills, California 91367
Tel: 818-264-0600

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About PRIVATE WEALTH SOLUTIONS, LLC

PRIVATE WEALTH SOLUTIONS, LLC, formally registered with the SEC as PRIVATE WEALTH SOLUTIONS, LLC. The firm was established in 09/01/2017. They have over 1 offices throughout the country.

PRIVATE WEALTH SOLUTIONS, LLC is a Woodland Hills, California based Financial Planning firm with nearly $295,499,654 assets under management, offering retirement planning & investment advisory services to 761 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289437
SEC#801-111072
Assets Managed by Firm$295,499,654
No. of Clients761
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total761$295,499,654
Individuals (other than high net worth individuals)185$60,499,654
High net worth individuals96$235,000,000

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